The Business Transformation Office (BTO) leads critical change initiatives that create tangible value for clients and advisors in the Wealth Management business. Our programs are sponsored by senior executives and are aligned with key business priorities. The team collaborates with Senior Management, Front Office Advisors, Product Specialists, Legal, Technology, and Marketing to implement complex, transformational change.

As a Vice President within the WM Business Transformation Office team, you will focus on strategic programs that impact our clients’ experiences and perceptions of the firm. You will be responsible for end-to-end delivery across the project life cycle and accountable to WM senior management for comprehensive program updates. You will leverage your strengths in consulting, problem identification / resolution, effective communication, product knowledge, and marketing. This role requires flexibility and the ability to quickly adapt within a dynamic environment.

Job responsibilities

• Drive the execution of a major change initiative in partnership with the Field, Product Solutions, Marketing, Communications, Service & Operations, Legal, Finance, and Technology
• Develop detailed current and target state operating model for business transformation and implementation roadmaps
• Leverage understanding of client and advisor wealth management processes (front, middle, and back offices), such as client relationship management, account opening, consolidated client reporting, enhanced performance and risk reporting
• Own multiple workstreams and / or end-to-end program implementation including assessment, planning, project management, execution and evaluation
• Think innovatively to analyze, design and prioritize alternative solutions
• Influence a cross-functional, diverse environment to change status quo
• Create and deliver compelling professional presentations for senior leadership
• Develop and train junior BTO team members
• Forge relationships and build a network throughout the firm

Required qualifications, capabilities, and skills

• Minimum of 6 years of experience in management or operational consulting and process improvement (mapping and assessment)
• Familiarity with detailed operating model analyses & definition
• Demonstrated experience with driving large scale, complex projects (planning, designing, documenting, communicating)
• High proficiency in leading program work streams and cross-functional working groups in a matrix organization
• Familiarity with end-to-end bank infrastructure, including advisors, client service, product, technology, operations and controls
• Outstanding communication and presentation skills
• Maintain a positive attitude and act as a team player while delivering on high priority, time sensitive initiatives

Preferred qualifications, capabilities, and skills

• Significant program management preferably in Wealth Management or financial services generally

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans